How this works: Fill out the form. When you click "Save & Print Receipt", the payment saves to the database instantly and a receipt prints automatically.
📋 All Payments
Receipt #
Date
Customer
Carrier
Amount
Status
Days
Actions
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🔍 Look Up a Customer
What can you do here? Type a customer name to see all of their payments, whether each has been swept, and if you owe them a refund or they owe you more.
💰 Possible Refunds Owed
Payments aged 60+ days without a sweep — likely cancelled policies.
⏳ Pending Carrier Sweeps
Deposited but not yet swept by carrier.
Date
Customer
Carrier
Amount
Days
📅 Weekly Receipt Summary (Last 12 weeks)
Week of
#
Total Received
Swept
Pending
❓ How to use this app
Recording a customer payment
Click ➕ Record Payment.
Fill in the form.
Click Save & Print Receipt. Payment saves to the database instantly; receipt prints.
Updating a payment's status
Click 📋 All Payments.
Find the payment (use search).
Click Update.
Pick what happened from the action cards.
Looking up a customer's history
Click 🔍 Look Up Customer.
Start typing the name.
Click their card. See full history, refunds owed, etc.
Multi-user sync
When another staff member adds or changes a payment, your screen updates automatically in seconds. No refresh needed.
Payment TrackerFNB Sweep Account #6538